Castanza

And then in the very next paragraph: I think he is partially right and partially wrong. How can he say fundamentals are merely metrics used to sell stock, when he asks the same question to private investors. Asking "how soon can I get my money back?" and ignoring earnings or sales ratios is kind of silly. BTW, have you or anyone read the book he recommended, "The Number by Alex Berenson"? Probably I should post in the correct forum. I figured some others on here saw the article. Yeah he definitely does contradict himself a bit. I tried to ignore those points and focus more on the psychology of what he was saying. Read the Footnotes sums it up nicely. At some point (hence the 1999 thread) it seems like fundamentals don't matter at all. At least for the broader market. It seems like as long as some analyst is willing to slap a BUY rating on a stock it will go up. Cathie Wood has made a hell of a lot of money using this psychology to her advantage. I have not read the book.

https://blogmaverick.com/2013/01/10/the-stock-market-2/ Mildly interesting blog post from Mark Cuban in 2004 regarding the market and his personal experience taking a company public.

Love the execution and discretion of management. Looks like another solid quarter. I hope the drop in permitting spooks some (insignificant imo). I’d like to buy more at sub $10.

Hopefully name or symbol change is the new market inefficiency! Only if Robinhood users are buying ;D

Gheez Castanza, we are 9 month into this, your wife is a nurse and that’s how well you are informed? You are correct, there are no LT studies on the vaccine and there is Little known a out the LT effects of COVID-19 either, except indications that there are some that could be a problem. Most importantly, the vaccine will absolutely absolutely prevents you from carrying COVID-19 and infecting others - in fact that’s one of the main benefits of vaccination. https://abc7news.com/covid-vaccine-masks-mask-wearing-pfizer/9139874 “Here's what the studies don't yet show. They haven't looked at whether the vaccine prevents someone from carrying COVID-19 and spreading it to others. It's possible that someone could get the vaccine but could still be an asymptomatic carrier. They may not show symptoms, but they have the virus in their nasal passageway so that if they're speaking, breathing, sneezing and so on, they can still transmit it to others.” Obviously if you don’t have symptoms you’re far less likely to spread it since you aren’t sneezing and coughing all over. Yes, the vaccine helps reduce spread but it is t an end all solution. Hence the requirement to continue wearing masks and social distancing. As I said before....I will take it...but currently there are others who should get it first. That’s why my original question was....are there any SIGNIFICANT benefits for a person under 30 to justify getting the vaccine early over those who are high risk or work on the front line.

What is not plausible? And for the record, I’m not against the vaccine. I will gladly take it. I’m asking what the benefit is health wise for a low risk individual. I work from home, my wife already had it (three days of symptoms). I tested negative towards the end of her 14 day quarantine and I quarantined for an additional 14 days. Didn’t bother getting tested again. I’m young and healthy. Seems selfish to take the vaccine when it’s in scarce supply. But I guess to the “bUh mY OuTDOOr COncERt” crowd; I’m the selfish one? My wife is a nurse. If I go get tested for covid and test positive she has to quarantine. If I get the flu and test negative for covid, she has to quarantine. If I get the vaccine and experience symptoms of covid, she has to quarantine. If I get covid, have symptoms, and self isolate away from her....she still has to quarantine. If I get covid and have no symptoms she doesn’t have to quarantine because it’s unknown if I have it. If I get the vaccine and don’t get covid symptoms I could still spread it and be contagious. (Per CDC) Effectively she has to quarantine for everything and the vaccine provides no benefit to me or her (if I take). I simply take a dose from someone else when the vaccine is in short supply. Just stop while you're not too far behind. Behind on what? Do explain. Living up to your username. George was frequently obtuse as well. What did I say that was wrong? If you’re young and healthy you are very unlikely to experience any adverse symptoms. The vaccine is in limited supply. The vaccine does not prevent you from carrying covid, nor does it prevent you from being contagious and spreading covid. So far from what I’ve read, there is no additional benefit to getting the vaccine for individuals who have already contracted covid and gotten over it (unknown for me). Longterm studies on vaccine: none Longterm studies on covid: none Is there any significant health benefit for young healthy individuals from the vaccine to warrant getting it before high risk individuals? As it stands if I get covid the worst I’m am likely to experience is bad flu like symptoms for 14 days max. For me personally, it’s easy enough to self quarantine if I get it. Why would I want to take a rushed to market vaccine if I am extremely low risk? If weighing current risk vs current reward is obtuse.....well, I guess I’m obtuse.

Attending live concerts, international travel, admittance to in-person university classes, contributing to the greater good as it relates to herd immunity. And, you know, Gates and Soros whispering in your ear through the chip You can still spread and carry covid even after receiving the vaccine (per CDC). Edit: I love the responses from the holier than thou assholes on this forum. Neither asked me why. Neither answered the question from a health perspective on an individual basis. Here is a question for you two. Why should a young person take the vaccine which is in limited supply over and elderly high risk individual or frontline worker? Overly emotional individuals like yourselves are cancer to society. Scream louder. You didn’t list health benefits. And you equated me to an anti Baxter conspiracy theorist for asking a rational question. Which ironically nobody has answered as of yet.

What is not plausible? And for the record, I’m not against the vaccine. I will gladly take it. I’m asking what the benefit is health wise for a low risk individual. I work from home, my wife already had it (three days of symptoms). I tested negative towards the end of her 14 day quarantine and I quarantined for an additional 14 days. Didn’t bother getting tested again. I’m young and healthy. Seems selfish to take the vaccine when it’s in scarce supply. But I guess to the “bUh mY OuTDOOr COncERt” crowd; I’m the selfish one? My wife is a nurse. If I go get tested for covid and test positive she has to quarantine. If I get the flu and test negative for covid, she has to quarantine. If I get the vaccine and experience symptoms of covid, she has to quarantine. If I get covid, have symptoms, and self isolate away from her....she still has to quarantine. If I get covid and have no symptoms she doesn’t have to quarantine because it’s unknown if I have it. If I get the vaccine and don’t get covid symptoms I could still spread it and be contagious. (Per CDC) Effectively she has to quarantine for everything and the vaccine provides no benefit to me or her (if I take). I simply take a dose from someone else when the vaccine is in short supply. Just stop while you're not too far behind. Behind on what? Do explain.

Not being selfish and spreading it to the community and potentially harming / killing those at risk. I also know a healthy 30 year old who died... so there's that too. Americans are way too skeptical of their government. Just take the damn vaccine to help yourself out and those around you. Be a good neighbor.

What is not plausible? And for the record, I’m not against the vaccine. I will gladly take it. I’m asking what the benefit is health wise for a low risk individual. I work from home, my wife already had it (three days of symptoms). I tested negative towards the end of her 14 day quarantine and I quarantined for an additional 14 days. Didn’t bother getting tested again. I’m young and healthy. Seems selfish to take the vaccine when it’s in scarce supply. But I guess to the “bUh mY OuTDOOr COncERt” crowd; I’m the selfish one? My wife is a nurse. If I go get tested for covid and test positive she has to quarantine. If I get the flu and test negative for covid, she has to quarantine. If I get the vaccine and experience symptoms of covid, she has to quarantine. If I get covid, have symptoms, and self isolate away from her....she still has to quarantine. If I get covid and have no symptoms she doesn’t have to quarantine because it’s unknown if I have it. If I get the vaccine and don’t get covid symptoms I could still spread it and be contagious. (Per CDC) Effectively she has to quarantine for everything and the vaccine provides no benefit to me or her (if I take). I simply take a dose from someone else when the vaccine is in short supply.

Attending live concerts, international travel, admittance to in-person university classes, contributing to the greater good as it relates to herd immunity. And, you know, Gates and Soros whispering in your ear through the chip You can still spread and carry covid even after receiving the vaccine (per CDC). Edit: I love the responses from the holier than thou assholes on this forum. Neither asked me why. Neither answered the question from a health perspective on an individual basis. Here is a question for you two. Why should a young person take the vaccine which is in limited supply over and elderly high risk individual or frontline worker? Overly emotional individuals like yourselves are cancer to society. Scream louder.

What is the benefit of taking the vaccine for healthy individuals under the age of 30?

I read some deepthroatipo articles on Alibaba some time ago. Now, ideology and morals seem to mix into the story more than ever. It cant be easy to assess financial accounts with a clear head when you have so strong feelings. Yeah I’m never quite sure what to make of the blog posts. On one hand they are very detailed and well thought out. On the other hand some things seem very speculative. However the recent write up regarding g shell companies and offshore accounts for China was interesting. Trying to digest how this would fit in with the current Baba headline. If Alibaba is used to hold shell companies and offshore accounts for the CCP, the. Why would the CCP attack them? Perhaps as Greg said...

Merry Christmas all!

Most (all?) Sig firearms sold in the US are manufactured in the US(New Hampshire) I believe. Glocks are all imported though. You're right, I didn't realize they moved so much manufacturing here.

I think you know very well that putting these numbers next to each other is painting the picture that I was talking about. The rest of the context you provided here wasn't in that post, and that's what I was commenting on. To quote your original response. In regards to valuation and comparing car sales to car sales . What is the rest of the picture?

From an AR perspective S&W is not great quality. The AR market has quickly become something akin to the mattress industry. People are mre after the boutique brands specifically for AR than the big name brands. Top Brands: Bravo Daniel Defense PSA Knights Armament Colt Yankee Hill Lewis Machine and Tool Why? Because these are what top tier military assets carry. All of these "tacticool" range monkeys will gladly fork over 3-6k for a rifle they use to shoot bottles on a weekend just so they can live semi vicariously. From a handgun perspective S&W does seem pretty interesting. The Biden administration has talked about a potential import tax increase on foreign firearms or potentially outright banning some. Well top handgun brands are Glock, Sig, and S&W. So a ban or even a higher import tax on Glock and Sig could greatly benefit S&W. It's possible these brands could be exempt through as some of the military carries Glock and Siq. Too many uncertainties to think about investing in this imo.

Robinhood to lower margin rates from 5% to 2.5%

An acquaintance of us bought an Airstream this summer. I have seen his wive walkthroughs of the interior and a lot of pictures but none where on the road. I wonder if they used it at all. I do think 2 years from now there will be a buyers market for used ones. My parents own a Bambi model. They drove all over the country this past year. Honestly, they are pretty sweet little campers.

Let me start this off by saying I have absolutely no freaking idea what the TAM for PTON is. That being said this is what I came up with. Using the US as a proxy there are ~128 million households, I was able to find a 2017 stat of total gym members ships of 61 million representing 47% of households. If 30% of US households make over $100,000 and 47% of those have gym memberships that would put the US TAM at 18 million and their current market share at 5%. That does not include penetration into Canada, UK, and Europe. I have no skin in the game here but just looking at the potential US TAM I think its safe to say that the runway is pretty large. What's sub 1% quarterly turn on 1 million subscriptions when you could potentially add millions of subscribers? If you are a bear you will also want to think about how the Pandemic will change people's behavior. I'm not smart enough to figure that out. I think its best to not stand in front of a freight train. The issue with this is it ascribes no value to how difficult it is to capture market share. It's like the people who go on Shark Tank and say "This industry is 200bazillion dollars. All we need to do is capture .5% and we are bazillionairs!" I'm not saying you're wrong. Just that investing from this frame of view is risky as it's pure speculation. Please tell me more about my frame of view.... Like I said I don't own this and I am not short it. I am value investor PTON would never be in my portfolio for the reasons you point out, I am not a "spread sheeter". I had to look at it as a short I passed along the data I came up with in reference to the bear case. I was agreeing with you, while also giving my personal pref that I don't like investment thesis with a foundation of "if we capture this much market share then...." To me it's risky and judging by your first comment I think you agree. I wasn't criticizing your numbers :D

Agree with all the above. I'm adding quite a bit more here. Getting close to a 15% position

Let me start this off by saying I have absolutely no freaking idea what the TAM for PTON is. That being said this is what I came up with. Using the US as a proxy there are ~128 million households, I was able to find a 2017 stat of total gym members ships of 61 million representing 47% of households. If 30% of US households make over $100,000 and 47% of those have gym memberships that would put the US TAM at 18 million and their current market share at 5%. That does not include penetration into Canada, UK, and Europe. I have no skin in the game here but just looking at the potential US TAM I think its safe to say that the runway is pretty large. What's sub 1% quarterly turn on 1 million subscriptions when you could potentially add millions of subscribers? If you are a bear you will also want to think about how the Pandemic will change people's behavior. I'm not smart enough to figure that out. I think its best to not stand in front of a freight train. The issue with this is it ascribes no value to how difficult it is to capture market share. It's like the people who go on Shark Tank and say "This industry is 200bazillion dollars. All we need to do is capture .5% and we are bazillionairs!" I'm not saying you're wrong. Just that investing from this frame of view is risky as it's pure speculation.

ATCO

Didn't the Bowflex fad last for a few years before fizzling out?

Sling TV is also an option out there. PlayStation Vue (I think it’s still around). T-Mobil also just launched a service. I’ve tried pretty much every one so far and Hulu is by far the best. It has the cable feel (local channels with national channels) with pretty solid original content, access to sports, solid movie catalog easily upgradable packages and straight forward pricing. Works on multiple devices etc. Netflix: if you read this. For the love of God please get rid of the autoplay feature.